Mutual Fund Mastery case studies, worked step by step
- Cases
- 100
- Traced to a firm
- 31
- Topics
- 14
- Hard
- 32
Topic
All topicsEquity research and stock pitches15Fund selection and due diligence9Debt fund credit decisions8Client portfolios and goal planning9Index funds, ETFs and passive6AMC and distribution economics6Performance review and attribution6Duration and rates positioning6Liquidity, redemptions and stress7Scheme design and product strategy7Compliance, risk limits and conduct6Valuing listed securities: IPOs, DCF and REITs5NAV operations and operational risk5Retirement, withdrawals and life events5
Showing 1–5 of 5 · filtered from 100Clear filters
- 004A 34-year-old has Rs 1 crore after tax from selling ESOPs, needs Rs 30 lakh for a home down payment in two years, has no emergency fund and a steady salary. How would you invest the money?Northern TrustLake Forest · 2022
- 018An advisory firm has two clients with Rs 40 lakh each: a 29-year-old saving for retirement and a 52-year-old who needs Rs 25 lakh for a daughter's wedding in three years. Using one menu of five funds, build both portfolios and explain why they differ.VanguardMalvern · 2024
- 037A 41-year-old client wants to move Rs 20 lakh of his Rs 60 lakh portfolio into a technology sector fund that returned 45% last year. What do you recommend, and what are the risks and benefits of that recommendation?InvescoAtlanta · 2024
- 049A client has Rs 3 lakh of surplus. Her home loan costs 9.2% and an equity fund might earn 11% with volatility. Where does the next rupee go: prepay the loan or add to her SIP?InvescoDallas · 2023
- 062Saptaparni Family Office has Rs 50 lakh of new money to allocate today across Indian equity (earnings yield 4.6%), a 10-year government bond yielding 7.1%, a short-term debt fund and gold. Where would you put it, and what would change your mind?Northern TrustChicago · 2025
Company names and figures are illustrative.